Paresh B Shah
Investment Adviser Representative at Merkkuri Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Paresh B. Shah is an investment adviser representative with Merkkuri Wealth Advisors LLC in Jericho, NY, where they have been registered since 2024. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Csenge Advisory Group, LLC and Kestra Advisory Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Texas
- Broker:
23 states and territories
California, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PARK Avenue SecuritiesJan 2015 – Jan 2018Melville, NY
- Guardian LIFE Insurance CompanyJan 2015 – Jan 2018Melville, NY
- Guardian LIFE InsuranceFeb 2018 – Mar 2018Hicksville, NY
- PARK Avenue SecuritiesFeb 2018 – Mar 2018Hicksville, NY
- Kestra Financial, Inc.Mar 2018 – Feb 2021Hicksville, NJ
- Lion Street FinancialFeb 2021 – no end date reportedHicksville, NY
- Csenge Advisory GroupFeb 2021 – no end date reportedClearwater, FL
- Merkkuri Wealth Advisors LLCApr 2024 – no end date reportedHicksville, NY
- Integrity Alliance, LLC.Nov 2025 – no end date reportedJericho, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Merkkuri Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Jericho, NY
- SEC file number:
- 801-129728
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at Merkkuri Wealth Advisors LLC
2 other advisors in the directory
Similar advisors in Jericho, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paresh B Shah has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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